← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2726	VF VitalStone Financial Shavano Park, Texas	$19K	-$11K	3	0.02%	Reduced
2727	DA Denali Advisors San Diego, California	$18.7K	+$19.2K	1	0.01%	New
2728	SWM Sugarloaf Wealth Management Duluth, Georgia	$18.3K	$0	2	0%	Maintained
2729	GFL Granite FO LLC Bedford, New Hampshire	$18K	$0	1	0.01%	Maintained
2730	CMP Coston McIsaac & Partners Bar Harbor, Maine	$18K	-$4.23K	2	0.01%	Reduced
2731	JMF Johnson Midwest Financial Glidden, Iowa	$16.2K	-$4.32K	2	0.04%	Reduced
2732	DMKJ David M. Knott Jr	$16K	$0	1	0.01%	Maintained
2733	HF Halpern Financial Ashburn, Virginia	$16K	+$15.9K	1	0.01%	New
2734	AWM Ameliora Wealth Management Zurich, Switzerland	$15.8K	+$16.9K	1	0.01%	New
2735	CAM Costello Asset Management Feasterville, Pennsylvania	$14K	$0	1	0.01%	Maintained
2736	SR Syntax Research Boca Raton, Florida	$14K	+$14.3K	1	0.01%	New
2737	Legacy Financial Group (Iowa) Des Moines, Iowa	$13.5K	+$14.4K	3	0%	New
2738	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$12.6K	-$129K	1	0.01%	Reduced
2739	TC Trust Company Manhattan, Kansas	$12.2K	$0	1	0%	Maintained
2740	NECFA New England Capital Financial Advisors Meriden, Connecticut	$11.9K	$0	2	0.01%	Maintained
2741	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$11.9K	+$12.6K	2	0.01%	New
2742	PS PayPay Securities Tokyo, Japan	$11.8K	+$16.6K	3	0.54%	Increased
2743	PP Pacifica Partners Surrey, Canada	$11.5K	$0	2	0.01%	Maintained
2744	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$11.2K	$0	1	0.01%	Maintained
2745	CFG CKW Financial Group Honolulu, Hawaii	$11K	$0	1	0%	Maintained
2746	PP PrairieView Partners St. Paul, Minnesota	$11K	+$876	2	0%	Increased
2747	UIA Ulland Investment Advisors Minneapolis, Minnesota	$11K	+$9.56K	2	0.01%	Increased
2748	BOC Bull Oak Capital San Diego, California	$10.7K	+$11.2K	2	0.01%	New
2749	RTL Red Tortoise LLC Atlanta, Georgia	$10.6K	-$4.31K	1	0.01%	Reduced
2750	PLU Performa Ltd (US) Charleston, South Carolina	$10.3K	$0	1	0%	Maintained